+235.9%
AUMI vs VT
+64.1%
+171.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -7.0% | +2.4% | -9.3% | -9.6% |
| 30D | -1.6% | -1.5% | -0.1% | +0.3% |
| 3M | -7.5% | -4.1% | -3.4% | -2.2% |
| 6M | -14.3% | +0.6% | -14.8% | -13.6% |
| YTD | -6.6% | +11.0% | -17.6% | -14.1% |
| 1Y | +4.0% | +13.3% | -9.3% | -5.9% |
| All | +235.9% | +64.1% | +171.8% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling